LFGO
SPY icon

Legacy Financial Group (Oklahoma)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
1,466
-22
-1% -$15.9K 0.26% 42
2026
Q1 		$968K Sell
1,488
-19
-1% -$12.9K 0.26% 40
2025
Q4 		$1.03M Sell
1,507
-54
-3% -$36.5K 0.27% 38
2025
Q3 		$1.04M Sell
1,561
-39
-2% -$25K 0.29% 37
2025
Q2 		$988K Sell
1,600
-21
-1% -$12K 0.29% 38
2025
Q1 		$907K Sell
1,621
-2
-0.1% -$1.18K 0.29% 37
2024
Q4 		$951K Sell
1,623
-122
-7% -$71.9K 0.31% 36
2024
Q3 		$992K Buy
1,745
+940
+117% +$520K 0.34% 34
2024
Q2 		$438K Sell
805
-13
-2% -$6.8K 0.17% 44
2024
Q1 		$428K Sell
818
-11
-1% -$5.48K 0.17% 44
2023
Q4 		$394K Sell
829
-5
-0.6% -$2.23K 0.17% 47
2023
Q3 		$357K Sell
834
-6
-0.7% -$2.67K 0.18% 46
2023
Q2 		$372K Sell
840
-9
-1% -$3.78K 0.19% 47
2023
Q1 		$348K Sell
849
-12
-1% -$4.79K 0.19% 42
2022
Q4 		$329K Buy
+861
New +$331K 0.2% 42

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s SPY Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, selling an estimated $15.9K and leaving 1,466 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #42.

Legacy Financial Group (Oklahoma) first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 1,466 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 22 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.26% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #42 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.